Abound Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Abound Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.53K	Buy	+90	New	+$5.34K	﹤0.01%	582
2025 Q4	–	Sell	-172	Closed	-$9.89K	–	1469
2025 Q3	$9.89K	Buy	+172	New	+$9.55K	﹤0.01%	496
2024 Q1	–	Sell	-30	Closed	-$1.5K	–	1349
2023 Q4	$1.5K	Buy	+30	New	+$1.45K	﹤0.01%	696
2023 Q3	–	Sell	-52	Closed	-$2.54K	–	1195
2023 Q2	$2.54K	Buy	+52	New	+$2.4K	﹤0.01%	609

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Abound Wealth Management's JEPQ Position: Q2 2026 in Review

Abound Wealth Management opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 90 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in JEPQ as recently as Q3 2025.

Abound Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 4 quarters since. The position peaked at $9.89K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Abound Wealth Management held 90 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.53K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Abound Wealth Management position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #582 holding.
Abound Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 4 quarters since.
Abound Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $9.89K in Q3 2025.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.